Purchases and Sales Made in Q1 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 2024. The information is specifically focused on institutions that hold shares of CAPITAL ONE FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
500New |
$62.5K - $74.4K
|
500
$93K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
480+ 3.44% |
$60K - $71.5K
|
14.4K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
469New |
$58.6K - $69.8K
|
469
$87.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
460+ 29.54% |
$57.5K - $68.5K
|
2.02K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
454+ 26.78% |
$56.7K - $67.6K
|
2.15K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
451+ 16.06% |
$56.3K - $67.1K
|
3.26K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
446+ 10.49% |
$55.7K - $66.4K
|
4.7K
$874K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
445New |
$55.6K - $66.3K
|
445
$82.8K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
442+ 5.38% |
$55.2K - $65.8K
|
8.65K
$1.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
441+ 35.45% |
$55.1K - $65.7K
|
1.69K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
439+ 24.59% |
$54.8K - $65.4K
|
2.22K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
429+ 15.19% |
$53.6K - $63.9K
|
3.25K
$605K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
427+ 1.17% |
$53.3K - $63.6K
|
37.1K
$6.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
419+ 5.7% |
$52.3K - $62.4K
|
7.77K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
410+ 6.54% |
$51.2K - $61K
|
6.68K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
394+ 0.86% |
$49.2K - $58.7K
|
46.1K
$8.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
385New |
$48.1K - $57.3K
|
385
$71.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
369+ 3.39% |
$46.1K - $54.9K
|
11.3K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
361+ 5.66% |
$45.1K - $53.7K
|
6.73K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
358+ 13.28% |
$44.7K - $53.3K
|
3.05K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
353+ 0.59% |
$44.1K - $52.6K
|
59.9K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
340+ 4.03% |
$42.5K - $50.6K
|
8.77K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
339+ 13.14% |
$42.3K - $50.5K
|
2.92K
$543K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
329New |
$41.1K - $49K
|
329
$61.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
310+ 2.56% |
$38.7K - $46.2K
|
12.4K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
302+ 12.99% |
$37.7K - $45K
|
2.63K
$489K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
289+ 4.93% |
$36.1K - $43K
|
6.15K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
279+ 2.06% |
$34.9K - $41.5K
|
13.8K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
272+ 3.05% |
$34K - $40.5K
|
9.19K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
270+ 1.03% |
$33.7K - $40.2K
|
26.6K
$4.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
263+ 134.18% |
$32.9K - $39.2K
|
459
$85.4K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
261New |
$32.6K - $38.9K
|
261
$48.6K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
259+ 1.21% |
$32.4K - $38.6K
|
21.6K
$4.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
258+ 9.56% |
$32.2K - $38.4K
|
2.96K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
250+ 5.55% |
$31.2K - $37.2K
|
4.76K
$885K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
247+ 86.36% |
$30.9K - $36.8K
|
533
$99.2K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
240+ 2.75% |
$30K - $35.7K
|
8.97K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
238+ 0.58% |
$29.7K - $35.4K
|
41.1K
$7.64M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
238+ 8.23% |
$29.7K - $35.4K
|
3.13K
$582K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
237+ 12.95% |
$29.6K - $35.3K
|
2.07K
$385K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
228+ 0.34% |
$28.5K - $33.9K
|
66.9K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
225+ 2.96% |
$28.1K - $33.5K
|
7.81K
$1.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
219New |
$27.4K - $32.6K
|
219
$40.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
210+ 4.21% |
$26.2K - $31.3K
|
5.2K
$967K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
210+ 30.88% |
$26.2K - $31.3K
|
890
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.86% |
$26.1K - $31.1K
|
11.4K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
208+ 5.79% |
$26K - $31K
|
3.8K
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
201+ 2.39% |
$25.1K - $29.9K
|
8.62K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 8.34% |
$24.6K - $29.3K
|
2.56K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
194+ 5.3% |
$24.2K - $28.9K
|
3.85K
$717K
|